Online Training

Learn how to Mail Merge using Document Manager Webinar

Overview

• Course Duration: 1 hour
• Cost: $150 + GST
   

Mail Merges are still a common way in which firms communicate with their clients in 'bulk', and the way in which this is done is different to that used when creating an individual document for a client. 
 
By attending this webinar you will learn key steps on how the mail merge process is achieved, as well as other helpful information which can assist when running this task.

Who is the course for?

This course is ideal for anyone who is wanting to perform a mail merge using MYOB Document manager.

Course Content

• How you can improve the way you select clients for a mail merge, including:
  • Creating and using Lists
  • Creating and using Extra Fields
  • Creating and using Reports
• The Mail Merge process in DM and options of saving documents
   
• Using the Mail Centre and how to create mailing labels

• MYOB How to Mail Merge using Document Manager Webinar

There are currently no classes scheduled. Please call 0800 94 96 99 or email accountants@myob.co.nz if you would like to express your interest in attending.